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Level 1

Fiscal Year

I have QB Desktop Pro 2017. How do I set up a Fiscal year of January 1 - December 31?

Solved
Best answer 02-03-2019

Best Answers
QuickBooks Team

Fiscal Year

Setting up the fiscal year is easy, Transportation.

 

I can help you with it. Here's how:

  1. Click the Company menu.
  2. Go to My Company.
  3. In the COMPANY INFORMATION box, click the Pencil icon.
  4. Go to the Report Information tab.
  5. Set up the Fiscal Year.
  6. Click OK.

You can check the screenshots as your reference.

 

 

 

 

 

Visit us anytime if you need our help. Have a great day! 

View solution in original post

4 Comments
QuickBooks Team

Fiscal Year

Setting up the fiscal year is easy, Transportation.

 

I can help you with it. Here's how:

  1. Click the Company menu.
  2. Go to My Company.
  3. In the COMPANY INFORMATION box, click the Pencil icon.
  4. Go to the Report Information tab.
  5. Set up the Fiscal Year.
  6. Click OK.

You can check the screenshots as your reference.

 

 

 

 

 

Visit us anytime if you need our help. Have a great day! 

View solution in original post

Highlighted
Level 1

Fiscal Year

This is insane that it's that complicated to find and change. I've been using QB for 20 years, and still had to look this up. Should be on the main menu.

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Moderator

Fiscal Year

Hello 1235465,

 

This is how our product engineers designed to set up the fiscal year in QuickBooks Desktop. 

 

I'm going to forward this feedback to our product engineers so they can take a look at this. The fiscal feature in the main menu might have a chance to be included in the next product update.

 

For the meantime, you may consider adding the My Company in the Favorites menu. Please see the steps below:

 

  1. Go to Favorites in the main menu.
  2. Click Customize reports.
  3. From the Lists column, 
  4. Look for My Company and click Add at the center to add this in the Chosen Menu Items.
  5. Click OK.

 

The My Company will be listed in the Favorites menu. Also, you can go to the View menu and click the Left Icon Bar to show this preference.

 

Just tap on me whenever you need help with QuickBooks Desktop. 

Highlighted
Level 1

Fiscal Year

if someone has already entered the wrong fiscal year and you are in QB 219 

then go to reports, customize, advanced, and there..... you will see the spot to

change fiscal years or calendar years.

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